Participant Education Investment Fiduciary Services Recordkeeping and Administration Plan Documentand Compliance Testing

Participant Education

The Advantage Plan includes 2 days per year of onsite participant education. The experienced financial professionals who deliver the education, which is available in a bilingual setting*, utilize customized participant enrollment kits, including fund facts sheets, plan highlights and performance information, coupled with basic investment information to deliver plan highlights and information.

*Group enrollment presentations are provided by Lovejoy Associates, a national network of professional 401(k) educators.